See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,072 | $109,327-89.9% | $89,391-87.6% | $158,922-93.0% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 9.51% | 345.68%-336.2pp | 245.62%-236.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $661 | $3,170-79.1% | $2,586-74.4% | $4,761-86.1% |
| Participant deferral / active EE | $712 | $4,598-84.5% | $3,890-81.7% | $5,982-88.1% |
| Admin fee / account holder | $99 | $6,153-98.4% | $4,881-98.0% | $11,246-99.1% |